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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $829 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,348 | $55,472+345.9% | $155,567+59.0% | $74,546+231.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 18.64% | 268.72%-250.1pp | 64.74%-46.1pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $10,058 | $2,269+343.3% | $4,674+115.2% | $2,624+283.3% |
| Participant deferral / active EE | $7,236 | $2,838+155.0% | $5,628+28.6% | $4,347+66.4% |
| Admin fee / account holder | $3 | $1,743-99.8% | $15,916-100.0% | $1,944-99.8% |